Allworth Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
56,557
+10,550
| +23% | +$3.08M | 0.08% | 145 |
|
|
2025
Q1 | $14.5M | Buy |
46,007
+1,450
| +3% | +$459K | 0.08% | 139 |
|
|
2024
Q4 | $12.5M | Buy |
44,557
+9,162
| +26% | +$2.58M | 0.07% | 148 |
|
|
2024
Q3 | $10.8M | Buy |
35,395
+2,674
| +8% | +$814K | 0.07% | 136 |
|
|
2024
Q2 | $8.42M | Buy |
32,721
+6,483
| +25% | +$1.67M | 0.05% | 148 |
|
|
2024
Q1 | $7.4M | Buy |
26,238
+2,656
| +11% | +$749K | 0.05% | 143 |
|
|
2023
Q4 | $6.99M | Buy |
23,582
+1,155
| +5% | +$342K | 0.05% | 153 |
|
|
2023
Q3 | $5.91M | Buy |
22,427
+1,258
| +6% | +$331K | 0.05% | 152 |
|
|
2023
Q2 | $6.32M | Sell |
21,169
-338
| -2% | -$101K | 0.05% | 143 |
|
|
2023
Q1 | $6.01M | Buy |
21,507
+32
| +0.1% | +$8.95K | 0.06% | 137 |
|
|
2022
Q4 | $5.66M | Buy |
21,475
+2,056
| +11% | +$542K | 0.06% | 131 |
|
|
2022
Q3 | $4.48M | Buy |
19,419
+548
| +3% | +$126K | 0.06% | 144 |
|
|
2022
Q2 | $4.66M | Buy |
18,871
+6,599
| +54% | +$1.63M | 0.06% | 137 |
|
|
2022
Q1 | $3.04M | Buy |
12,272
+2,816
| +30% | +$696K | 0.04% | 177 |
|
|
2021
Q4 | $2.54M | Buy |
9,456
+824
| +10% | +$221K | 0.04% | 175 |
|
|
2021
Q3 | $2.08M | Buy |
8,632
+3,901
| +82% | +$940K | 0.03% | 164 |
|
|
2021
Q2 | $1.09M | Sell |
4,731
-1,475
| -24% | -$341K | 0.02% | 182 |
|
|
2021
Q1 | $1.39M | Buy |
6,206
+928
| +18% | +$208K | 0.03% | 137 |
|
|
2020
Q4 | $1.13M | Buy |
5,278
+166
| +3% | +$35.6K | 0.03% | 110 |
|
|
2020
Q3 | $1.12M | Buy |
5,112
+4
| +0.1% | +$878 | 0.03% | 89 |
|
|
2020
Q2 | $942K | Sell |
5,108
-5,676
| -53% | -$1.05M | 0.03% | 100 |
|
|
2020
Q1 | $1.78M | Buy |
10,784
+5,865
| +119% | +$970K | 0.06% | 76 |
|
|
2019
Q4 | $972K | Buy |
4,919
+480
| +11% | +$94.8K | 0.03% | 75 |
|
|
2019
Q3 | $953K | Sell |
4,439
-56
| -1% | -$12K | 0.04% | 66 |
|
|
2019
Q2 | $933K | Sell |
4,495
-21
| -0.5% | -$4.36K | 0.04% | 69 |
|
|
2019
Q1 | $858K | Buy |
4,516
+99
| +2% | +$18.8K | 0.04% | 67 |
|
|
2018
Q4 | $784K | Buy |
4,417
+46
| +1% | +$8.17K | 0.04% | 66 |
|
|
2018
Q3 | $731K | Buy |
4,371
+371
| +9% | +$62K | 0.03% | 74 |
|
|
2018
Q2 | $627K | Sell |
4,000
-371
| -8% | -$58.2K | 0.03% | 79 |
|
|
2018
Q1 | $684K | Buy |
4,371
+81
| +2% | +$12.7K | 0.05% | 51 |
|
|
2017
Q4 | $738K | Buy |
4,290
+422
| +11% | +$72.6K | 0.06% | 43 |
|
|
2017
Q3 | $606K | Buy |
3,868
+3
| +0.1% | +$470 | 0.05% | 52 |
|
|
2017
Q2 | $592K | Sell |
3,865
-1
| -0% | -$153 | 0.05% | 51 |
|
|
2017
Q1 | $501K | Buy |
3,866
+45
| +1% | +$5.83K | 0.05% | 53 |
|
|
2016
Q4 | $465K | Buy |
3,821
+878
| +30% | +$107K | 0.05% | 55 |
|
|
2016
Q3 | $339K | Buy |
2,943
+33
| +1% | +$3.8K | 0.04% | 73 |
|
|
2016
Q2 | $350K | Buy |
2,910
+18
| +0.6% | +$2.17K | 0.04% | 68 |
|
|
2016
Q1 | $363K | Buy |
2,892
+103
| +4% | +$12.9K | 0.05% | 76 |
|
|
2015
Q4 | $329K | Buy |
2,789
+1,613
| +137% | +$190K | 0.06% | 72 |
|
|
2015
Q3 | $116K | Sell |
1,176
-441
| -27% | -$43.5K | 0.04% | 121 |
|
|
2015
Q2 | $154K | Buy |
1,617
+4
| +0.2% | +$381 | 0.06% | 105 |
|
|
2015
Q1 | $157K | Buy |
+1,613
| New | +$157K | 0.06% | 102 |
|
|
2013
Q4 | – | Sell |
-1,823
| Closed | -$175K | – | 78 |
|
|
2013
Q3 | $175K | Buy |
+1,823
| New | +$175K | 0.09% | 64 |
|